Our client is a fine independent management company well established in Switzerland.

Responsibilities

• Integration within the structure and the Wealth Managers team;
• Development and management of a portfolio of private HNWI / UHNWI clients;
• Client meetings face to face, via videoconference and telephone;
• Link with partner custodian banks;
• Opening and closing of client accounts;
• Monitoring of client portfolios;
• Advisory and discretionary mandates;
• Travel and client meetings;
• Client and Management reporting;
• Participation in the daily life of the office.

Candidate profile

• Banking education or equivalent;
• Similar professional experience within a private bank, a management company and/or a multi-family office in Switzerland;
• Portfolio of private HNWI / UHNWI clients;
• Strong interest in financial markets and financial instruments;
• Interpersonal skills, client development, ease in relationships & professionalism;
• Discretion and sense of confidentiality;
• Swiss residence ideally.

Conditions and Benefits

Our client offers a permanent 100% contract within a well-established, quality and human-sized working environment.